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CLBFX vs SQBIX
CLBFX vs SQBIX Comparison
Open Charts CLBFX vs SQBIX
American Funds American Balanced 529F
Price$37.07
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets254.37B
X-Square Balanced Fund, LLC Instl
Price$14.51
Change+$0.04 (+0.28%)
VolumeN/A
Net Assets73.39M
CLBFX vs SQBIX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
CLBFX has more cash in the bank: 254B vs. SQBIX (73.4M). CLBFX pays higher dividends than SQBIX: CLBFX (1.99) vs SQBIX (1.67). CLBFX was incepted earlier than SQBIX: CLBFX (23 years) vs SQBIX (6 years). SQBIX (2.39) is less costly to investors than CLBFX (0.67). CLBFX is a more actively managed with annual turnover of: 44.00 vs. SQBIX (19.58). CLBFX has a lower initial minimum investment than SQBIX: CLBFX (250) vs SQBIX (100000). SQBIX annual gain was more profitable for investors over the last year : 12.18 vs. CLBFX (10.40). SQBIX return over 5 years is better than : 49.90 vs. CLBFX (42.59).
| CLBFX | SQBIX | CLBFX / SQBIX | |
| Total Expense Ratio | 0.67 | 2.39 | 28% |
| Annual Report Gross Expense Ratio | 0.67 | 2.39 | 28% |
| Fund Existence | 23 years | 6 years | - |
| Gain YTD | 9.111 | 6.284 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250 | 100000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 254B | 73.4M | 346,049% |
| Annual Yield % from dividends | 1.99 | 1.67 | 119% |
| Returns for 1 year | 10.40 | 12.18 | 85% |
| Returns for 3 years | 36.42 | 41.65 | 87% |
| Returns for 5 years | 42.59 | 49.90 | 85% |
| Returns for 10 years | 81.10 | N/A | - |
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